Morningstar

Performance

Growth of 10,000

  • Index
    11,121
  • Category
    11,036
  • Investment
    10,994
    • Growth
Show Interactive Chart
A chart contrasting Fund Growth of 10k over 10 years versus Category and Index
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 YTD
Manager Change : Full Partial
Total Return % 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 YTD
Investment — — — — — — — — — 3.14 0.73
Category -0.81 5.40 5.45 -1.68 11.77 8.22 -1.02 -13.92 8.52 3.44 0.95
Index -0.40 6.13 5.26 -0.76 12.31 8.11 -1.03 -14.48 9.07 3.38 0.93
Quartile Rank — — — — — — — — —
Percentile Rank — — — — — — — — — 75 87
# of Invest. in Cat. 157 191 200 230 266 287 311 350 390 488 262
Category Name
—
—
—
—
—
—
—
—
EU0893 EAA Fund Global Corporate Bond - USD Hedged
EU0893 EAA Fund Global Corporate Bond - USD Hedged
EU0893 EAA Fund Global Corporate Bond - USD Hedged
USD |
YTD Investment as of Feb 07, 2025 |
Category: Global Corporate Bond - USD Hedged as of Feb 07, 2025
| Index: Morningstar Gbl Corp Bd GR Hdg USD as of Feb 07, 2025
| Italics indicate Extended Performance. Extended performance is an estimate based on the performance of the investment's oldest share class, adjusted for fees.

Trailing Returns

Total Return %
1-Day
1-Week
1-Month
3-Month
YTD
1-Year
3-Year
5-Year
10-Year
15-Year
Earliest Available
Investment -0.28 0.31 1.44 0.22 0.73 4.83 — — — — 5.69
Category -0.19 0.31 1.41 1.02 0.95 5.66 0.84 0.83 2.39 3.48 —
Index -0.28 0.34 1.55 0.66 0.93 5.19 0.46 0.40 2.46 3.52 —
Quartile Rank—————
Percentile Rank 80 50 62 95 87 92 — — — — —
# of Invest. in Cat. 267 267 262 257 262 224 181 141 81 34 —
USD |
Investment return as of Feb 07, 2025 |
Category: Global Corporate Bond - USD Hedged as of Feb 07, 2025 |
Index: Morningstar Gbl Corp Bd GR Hdg USD as of Feb 07, 2025 |
Earliest Available May 23, 2023 |
Time periods greater than 1 year are annualized

Related

Equity Research & Insights
Top Stock Gainers and Losers of August 2023
Developer Country Garden tanked 44%, but the biggest loser was STAR CM, the producer of the Voice of China.
image
Kate Lin
Video
China EV Makers Earnings Fall Short. Is It Still A Buy?
What guidance does company management give?
image
Kate Lin
Spotlight Report
How Diverse are Companies in Asia in Terms of Gender?
IWD 2023: Which sector has the smallest representation of women?
image
Kate Lin
Video
4 China EV and Battery Picks for 2023
Our analysts discuss the broad sector underperformance and what investors should expect for 2023.
image
Kate Lin
Video
As China's Economy Skids, Is Premiumization Trend Derailed?
Outlook 2023: How will an ease in COVID restrictions support the sector?
image
Kate Lin
Investing 101
Investing Horror Stories – And the Lessons They Teach in 2022
This year Morningstar staff reflect on the horrors of rising mortgage rates, cannabis stocks taking them lower (not higher...), and companies that mad...
Screaming Skeleton
Ruth Saldanha
Equity Research & Insights
Most Shorted Hong Kong Stocks
Tech, Chinese developers, and Macau casinos are among the dominant themes.
image
Kate Lin
Equity Research & Insights
Berkshire Hathaway Sells Some BYD Shares
The sale may impact short-term optimism for the fairly-valued automaker. 
image
Kate Lin
Equity Research & Insights
Asian Stocks With the Largest Fair Value Changes in Q2 2022
Three of these stocks currently trade at a discount of at least 20% to their fair value.
image
Kate Lin
Economic Insights
4 Charts on 4 Months of War in Ukraine
16 weeks later, we're assessing the impact of the war in Ukraine on global markets, companies, and investors
Zelenskyy
Sara Silano
© Copyright 2025 Morningstar Asia Ltd. All rights reserved.

Terms of Use        Privacy Policy       Disclosures

Select Your Site Edition To make sure the site is relevant to you, we need to know if you’re an individual investor or a financial professional.